Akre Focus Fund

Individual Investors - Akre Focus Fun

• To register or access your account. CLICK HERE. Individual investors interested in additional information on the Akre Focus Fund please contact: Akre Focus Fund Client Services 1-877-862-9556. Mutual fund investing involves risk. Principal loss is possible. The Fund is non-diversified, meaning it may focus its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is.
• We may request additional personal information from you during . Akre Focus Fund is committed to keeping your personal information secure. For this reason, do not enter personal information if requested via email or pop-up. Mutual fund investing involves risk. Principal loss is possible. The Fund is non-diversified, meaning it may focus its assets in fewer individual holdings than a.
• The Fund is non-diversified, meaning it may focus its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. The Fund invests in small- and medium-capitalization companies, which involve additional risks such as limited liquidity and greater volatility than larger capitalization companies
• The Akre Focus Fund (Institutional share: AKRIX; Retail share: AKREX) was launched on August 31, 2009, and currently has net assets of approximately $16.0 billion as of May 31, 2021. The Fund is non-diversified and maintains a focused portfolio of investments. VISIT AKRE FOCUS FUND. Mutual fund investing involves risk
• Analyze the Fund Akre Focus Fund Retail Class having Symbol AKREX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com
• About Akre. Founded in 1989, Akre Capital Management, LLC, is an asset management firm located in Middleburg, Virginia, with approximately $17.4 billion in private funds, mutual fund (the Akre Focus Fund), and separately managed account assets as of May 31, 2021

Performance charts for Akre Focus Fund (AKRIX) including intraday, historical and comparison charts, technical analysis and trend lines Login Subscribe Free Trial ($399/year) Refer a Friend and Earn $50 Chuck Akre's Focus Fund 1st-Quarter Commentary Discussion of markets and holdings . Sydnee Gatewood Follow. Apr 09, 2020 . As you know, the COVID-19 pandemic has resulted in a significant market disruption over recent weeks. As the world navigates the uncertainty caused by the virus, we want to let you know that Akre Capital is. Akre Focus Retail AKREX. Akre Focus Retail. AKREX. Morningstar Analyst Rating. Analyst rating as of Nov 6, 2020. Quote Fund Analysis Performance Risk Price Portfolio People Parent

Akre Focus Fun

1. AKRIX | A complete Akre Focus Fund;Inst mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates
2. If you exclude the fund's record during its first four months -- a period during which the S&P surged and beat Akre Focus by a whopping 10.9 percentage points -- the record looks good. From the.
3. imum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the
4. AKRE FOCUS FUND RETAIL CLASS- Performance charts including intraday, historical charts and prices and keydata. Insider. Markets Insider . Subscribe. Markets Stocks Indices Commodities.
5. Find our live Akre Focus Fund Retail Class fund basic information. View & analyze the AKREX fund chart by total assets, risk rating, Min. investment, market cap and category

Akre Focus Retail AKREX Morningstar Analyst Rating Analyst rating as of Nov 6, 2020. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. 59.78 / 0.08 % Total. Call Akre Focus Funds and order some in the mail: time needed: days Head to your nearest Akre Focus Funds branch and pick one up: time needed: at least 30 minutes, probably more than an hour Grab one out of your Akre Focus Funds checkbook: time needed: a few minutes, if you can find your checkbook BEST OPTION: Use CheckDeposit.io to create and print a Akre Focus Funds deposit slip: time needed. AKREX - Akre Focus Fund Retail Class | Fidelity Investments. Skip to Main Content. Site navigation. Fidelity.com Home. Customer Service. Profile. Open an Account. Virtual Assistant

Akre Capital Management is a hedge fund with 279 clients and discretionary assets under management (AUM) of $17,072,080,218 (Form ADV from 2021-03-18). Their last reported 13F filing for Q1 2021 included $14,727,301,000 in managed 13F securities and a top 10 holdings concentration of 76.62%. Akre Capital Management's largest holding is Mastercard Inc with shares held of 5,872,150. Akre Capital. Citywire AA-rated manager Chuck Akre will come off his eponymous Akre Focus fund on December 31, according to a filing with the Securities and Exchange Commission.. John Neff, who also holds a AA-rating with Citywire for his three-year risk-adjusted returns, and Chris Cerrone, will remain on the $14.4bn fund after Akre's exit.. Akre, who founded Akre Capital Management in 1989, has managed. AKRE FOCUS FUND: AKRIX: Stock: USD 1,000,000: USD 3,000: N/A: N.A. Yes: Notes: Advisor minimums may be lower. Interactive Brokers ®, IB SM, InteractiveBrokers.com ®, Interactive Analytics ®, IB Options Analytics SM, IB SmartRouting SM, PortfolioAnalyst ®, IB Trader Workstation SM und One World, One Account SM sind Dienstleistungszeichen und/oder Handelsmarken von Interactive Brokers LLC. Get instant access to a free live streaming chart of the Akre Focus Fund Retail Class fund. The chart is intuitive yet powerful, offering users multiple chart types including area, lines, bars and.

Akre Focus Fund - secureaccountview

Akre Focus Retail (AKREX), launched in 2009, has been managed by John Neff since August 1, 2014, at Akre. This fund tracks the S&P 500 TR USD index, with a weighting of 100%. Its expense ratio is high compared to funds in the Large Growth category. AKREX has an expense ratio of 1.31%, which is 28% higher than its category View the latest Akre Focus Fund;Retail (AKREX) stock price, news, historical charts, analyst ratings and financial information from WSJ Akre Focus Fund Retail Class Adv (AKREX) hypothetical dividends table Breaking - Cryptocurrencies rise as regulators propose rules, Coinbase expands borrowing Sign In Marketplace Subscrib Akre Focus Fund - AKREX. Interestingly,in my mind, Akre Focus has an even higher active share than the 98% it shows on its website. AKREX does have considerable overlap of its holdings with many. Since Akre Focus Retail made its debut in August of 2009, AKREX has garnered more than $5.60 billion in assets. The fund is currently managed by John H. Neff who has been in charge of the fund.

The Akre Focus Fund Akre Capital Managemen

• Akre Focus Fund Institutional Class : 41.23%: 19.84%: 20.15%: 17.68%: 17.34%: S&P 500 TR USD : 56.35%: 16.78%: 16.29% : 13.91% — Note on account protection: Securities in your brokerage account are held in custody by Vanguard Brokerage Services® (VBS), a division of Vanguard Marketing Corporation, Member FINRA and SIPC. Account protection information. BUY. COMPARE. ADD TO WATCH LIST A.
• Fund Symbol Investment Type Large Notify Initial Investment Minimum 1 Load Type Share Class Transaction Fee; AKRE FOCUS FUND: AKREX: Stock: USD 1,000,000: USD 2,000: N/A: RETAIL: Yes: AKRE FOCUS FUND: AKRI
• They account for ~51% of the total portfolio value. AUM is distributed among private funds, separately managed accounts, and the Akre Focus Mutual Fund . Since the 2009 inception, the mutual fund.
• Tracking Charles Akre's Akre Capital Management Portfolio - Q3 2019 Update - Akre Focus Fund Adv (MUTF:AKREX) | Seeking Alpha. 2019-11-14 seekingalpha.com - 8 - The top three positions are American Tower, MasterCard, and Moody's, and they add up to ~41% of the entire portfolio
• The Fund imposes a 1.00% redemption fee on shares held less than 30 days. Performance data does not reflect the redemption fee, and if reflected, total returns would be reduced. †Akre Focus Fund AKREX/AKRIX incepted 8-31-09. As always we thank you for your confidence in our firm's ability to manage your assets. Do know that we treat each.
• Login; About us; The Blog. Chuck Akre: Hang On To Your Winners. Johnny Hopkins January 19, 2021 Chuck Akre Leave a Comment. In his recent interview with Value Investor Insight, Chuck Akre discussed his stepping down from running the Akre Focus Fund at age 78, his successful approach to investing, and his thoughts on buy and sell prices. Here's an excerpt from the interview: Question: It's.
• Akre Focus (AKREX), September 2014: Stars in the shadows: Al Frank Fund (VALUX), April 2008: Archives of FundAlarm Profile: Alpha Architect US Quantitative Value (QVAL), December 2014: Charles Most intriguing new funds: AlphaCentric Income Opportunities Fund (IOFIX), February 2018: Charles Most intriguing new funds: Amana Developing World Fund (AMDWX), May 2012: Most intriguing new funds.

AKREX - Akre Focus Fund Retail Class Fidelity Investment

• Akre Capital's Akre Focus Fund managed to outperform the S&P 500 Index by 3.5 percentage points annually between its inception in 2009 and March 2020. So, if you are an investor in a dumb passive.
• They focus on trying to find those great opportunities — like Berkshire Hathaway and American Tower were for Akre. These stocks just overpowered all those big-picture concerns. The purpose of the 100x Club is to find more just like them. People ask me for good mutual funds, and I would certainly add the Akre Focus Fund to the list, ticker AKREX
• Akre Focus Fund Retail Class (AKREX) Expense Ratio: 1.45% Expected Lifetime Fees: $41,216.86 The Akre Focus Fund Retail Class fund (AKREX) is a Mid-Cap Growth fund started on 9/1/2009 and has $945.40 million in assets under management. The current manager has been running Akre Focus Fund Retail Class since 9/22/2009. The fund is rated by Morningstar
• Making a similar move, Chuck Akre will come off his eponymous Akre Focus fund on December 31. He founded Akre Capital Management in 1989 and has managed the fund since its inception in 2009, overseeing impressive returns. John Neff and Chris Cerrone, will remain on the fund after Akre's exit. Richie's a Freeman . Continuing the theme, Richard Freeman, who has managed the ClearBridge.
• Akre Focus Fund Q3 commentary. Akre Focus Fund. The Akre Focus Fund Retail Shares (AKREX) and Institutional Shares (AKRIX) returned 6.99% and 7.11% net of fees and expenses, respectively in the third quarter of 2013 versus the S&P 500 with a return of 5.24%. Therefore, for the nine months ending September 30, 2013, the fund had returns of 26.99.
• Akre Focus Fund Jan 31, 2021: $13,722,877,984.09: SEC Filings for Akre Capital Management LLC (CIK No. 1112520) SEC Filings. Nov 2016 Jul 2017 Mar 2018 Oct 2018 Jun 2019 Jan 2020 Sep 2020 May 2021 Form 13F-HR Form 13F-HR.

• Akre Focus Fund (AKREX.O) Fund & ETF Center | Top Performers | Lipper Research | Fund & ETF Screener; Overview; Lipper Leader Ratings; Performance; Charts; Risk & Returns; Holdings; At A Glance. You hold AKREX.O in 0 portfolios. Net Asset Value 59.42 USD 0.35 +0.59%. 06/11/2021. Category US Diversified Equity. YTD Return (Cumulative) 11.00%. Classification Multi-Cap Growth. 5 Year Return.
• Akre Focus Fund Institutional Class (AKRIX) Expense Ratio: 1.20% Expected Lifetime Fees: $35,001.20 The Akre Focus Fund Institutional Class fund (AKRIX) is a Mid-Cap Growth fund started on 8/31/2009 and has $945.40 million in assets under management. The current manager has been running Akre Focus Fund Institutional Class since 9/22/2009. The fund is rated by Morningstar
• Charles Akre will quit on Sept. 22 and plans to launch his own fund, Akre Focus Fund. Under Mr. Akre's management, FBR Focus, which has $1 billion in assets under management, has been one of the.
• Performance charts for Akre Focus Fund (AKRSX) including intraday, historical and comparison charts, technical analysis and trend lines
• Akre Focus Fund (US:AKREX) has 9 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 350,339 shares. Largest shareholders include PFDEX - RiskPro® PFG Equity 30+ Fund Class R, PFDBX - RiskPro® PFG Balanced 20-30 Fund Class R, MHEFX - MH Elite Fund of Funds, PFDGX - RiskPro® PFG.
• AKREX Mutual Fund Analysis Notes. The fund generated five year return of 16.0%. Akre Focus - holds about 6.59% of assets under management (AUM) in cash. The fund invests primarily in securities of companies listed on U.S. stock exchanges. Investments consist primarily of common stocks of companies of any capitalization range

About Us Akre Capital Managemen

1. Akre Focus Supra Institutional (AKRSX), launched in 2015, has been managed by John Neff since August 1, 2014, at Akre. This fund tracks the S&P 500 TR USD index, with a weighting of 100%. Its expense ratio is high compared to funds in the Large Growth category. AKRSX has an expense ratio of 0.95%, which is 8% lower than its category
2. Akre established its current location in Middleburg, Virginia in early 2002 while running the FBR Focus Fund, a small- and mid-cap value mutual fund. While Akre was managing the FBR Focus, it performed in the top 1% of small/mid-cap growth funds in 2002, 2004, and 2006, as well as the 2nd percentile in 2001 and the 6th percentile in 2008
3. See performance data and interactive charts for Akre Focus Fd (AKRIX). Research information including trailing returns and hypothetical growth for Akre Focus Fd
4. His Akre Focus Fund (the retail class) has achieved an annualised return of 16.72% since its inception in August 2009. The fund's return easily outpaces the 14.14% annual gain of the S&P 500 over the same time frame. As its name suggests, the Akre Focus Fund focuses its investments on only a small number of high-quality businesses (as of the fourth quarter of 2019, the fund only had 19.

Akre Focus Fund;Supra Institutional 5.469.400 (0,00) 2,50: Principal MidCap Fund;J 5.455.851 (-0,04) 2,49: Vanguard US Total Market Shares Index ETF AUD 3.974.011 (0,00) 1,82: Vanguard Mid-Cap. AKREX: Akre Focus - Retail - Fund Holdings. Get the lastest Fund Holdings for Akre Focus - Retail from Zacks Investment Researc Customizable interactive chart for Akre Focus - Retail with latest real-time price quote, charts, latest news, technical analysis and opinions

History of Fund/Manager. Akre is based in Middleburg, VA, and is the manager of AKREX. Since Akre Focus Retail made its debut in August of 2009, AKREX has garnered more than $5.67 billion in assets Die letzten Akre Focus Fund - Supra Institu (AKRSX) Aktienkurse, Verläufe, Nachrichten und weitere wichtige Informationen für den Aktienhandel und Investitionen finden You are here Home > Investing > Akre-Focus-Fund-Retail-Class Loading... † Limited time offer of 10% off the list price applies only to the purchase of Quicken Deluxe, Premier, Home, Business & Rental Property for the first year only when you order directly from Quicken by September 30, 2021, 11:59 PM PST Anmelden. Sprache und Inhalt ändern: Feedback Heute MFS Growth Fund;R6 3.181.310 (0,00) 1,96: Akre Focus Fund;Supra Institutional 2.400.000 (0,00) 1,48: T Rowe Price Mid-Cap Growth Fund. Find the latest performance data chart, historical data and news for Akre Focus - Retail (AKREX) at Nasdaq.com

AKRIX Quote - Akre Focus Fund - Bloomberg Market

Login Help For and password problems, please contact Shareholder Services at (800) 841-1180, Monday through Friday, 9 a.m. - 6 p.m. Eastern time. For Sale Only in the U.S. Our funds are not registered for offering in any other country. We mail prospectuses and other information to U.S. addresses only, and we can accept new account requests from U.S. addresses only. Terms & Conditions of. The Akre Focus Retail made its debut in August of 2009 and AKREX has managed to accumulate roughly $3.66 billion in assets, as of the most recently available information. The fund's current. See holdings data for Akre Focus Fd (AKRIX). Research information including asset allocation, sector weightings and top holdings for Akre Focus Fd Trading Signals for Akre Focus - Retail with Buy, Sell, Hold recommendations, technical analysis, and trading strategy Akre Mutual Funds. The following table displays all of the mutual funds in our database offered by Akre. Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool

Chuck Akre's Focus Fund 1st-Qu - GuruFocus

1. Akre Capital's Akre Focus Fund managed to outperform the S&P 500 Index by 3.5 percentage points annually between its inception in 2009 and March 2020. So, if you are an investor in a dumb.
2. Auf Yahoo Finanzen sehen Sie den Kursverlauf der Aktien von AKRSX. Sehen Sie den täglichen, wöchentlichen oder monatlichen Verlauf ab der Ausgabe der Aktien von Akre Focus Fund - Supra Institu
3. Akre Focus Fund Retail Class AKREX: Schwab Mutual Fund OneSource® (no-load, no-transaction-fee) NAV: Change: Net Expense Ratio: YTD Return. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. $59.83 +0.41 (0.69%) 1.31%: 8.50%: Quote data as of close 06/14/2021: As of 05/31/2021: Prospectus: Mutual Fund Report Card: Summary; Charts.
4. Since it launched three years ago, the Akre Focus Fund has returned an annualized 19.8 percent a year, besting the S&P 500 by an annualized 4.7 percent a year. That performance was better than 98.

Akre Focus Retail (AKREX) Portfolio Morningsta

1-800-345-8041. JOIN OUR TEAM. Mutual Funds. Through The Investment Center, you will have the advantage of buying and selling from a list of over 200 of the best mutual fund families. A Comprehensive Lineup of Fund Families. 300 North Capital Funds. Aberdeen Funds. Adaptive Allocation Fund. Akre Focus Funds AKRE FOCUS FUND INSTITUTIONAL CLASS- Performance charts including intraday, historical charts and prices and keydata (In the 18th paragraphs, removes Citibank as one of the stock holdings of the Akre Focus Fund.) NEW YORK, June 21 (R) - The lazy days of summer have given way to seasons of tumult. CONSTELLATION SOFTWARE Profil - hier finden Sie alle Informationen über CONSTELLATION SOFTWARE wie z.B. Management, Profil, Aktionärsstruktur und Bilanzdaten The Edgefolio Platform. Sign up today for free to access accurate and timely data on Akre Focus Fd and 150,000 other funds.. If you're the manager of Akre Focus Fd, you can sign up to take control of your profile and respond to investor interest

AKRE FOCUS FUND: AKREX: Stock: USD 1,000,000: USD 2,000: N/A: RETAIL: Yes: AKRE FOCUS FUND: AKRIX: Stock: USD 1,000,000: USD 3,000: N/A: N.A. Yes: Notes: Advisor minimums may be lower. The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information read the. 497 1 akrefocusfund11252020497er.htm AKRE FOCUS FUND 497E Retail Class Shares (AKREX) Institutional Class Shares (AKRIX) Supra Number of Other Accounts Managed and Total Assets by Account Type: Registered Investment Companies: Other Pooled Investment Vehicles: Other Accounts : Charles T. Akre, Jr. — 3: 75: $0: $882,000,000: $374,000,000: 3.Finally, the following information under the. Akre's FBR Focus has never trailed the Standard & Poor's 500 Index in any rolling five-year period. 2. Distinct, focused portfolio. The name of the Akre Focus Fund gives this point away: focus. The portfolio holds around just 20 stocks. This makes it stand out compared to not only an index fund, which buys every stock in a given market, but. Login Create an account Podcast. Spotify Google Podcasts Apple Podcasts Breaker Overcast Pocket Casts Radio Public Anchor Top Stocks Trading Ideas. Buy Candidates . Top Buy Candidates Possible Runners Double Bottoms Pivot Bottoms Undervalued List Golden Star Short Term Golden Star Medium Term Bollinger BreakOut Sell Candidates. Top Sell Candidates By Score & Duration Double Tops Pivot Tops. Akre Focus Fund. on or after August 3, 2009. Multiple Series Trust. TRANSFER AGENT & SHAREHOLDER SERVICES. ACCOUNT SERVICES FEE SCHEDULE at August, 2009 . Annual Service Charges to the Fund* § Base Fee Per Fund $16,000 /year § Base Fee Per Additional Class $12,000 /class § NSCC Level 3 Accounts $13.00 /open account § No-Load Fund Accounts $16.00 /open account § Closed Accounts $2.50.

AKRIX Akre Focus Fund;Inst Overview MarketWatc

1. The three managers of Akre Focus Retail Class liken their investment process to a three-legged stool based on business, management, and reinvestment, notes Walter Frank, mutual fund expert and editor of MoneyLetter.. What Charles Akre, Jr., John Neff, and Thomas Saberhagen aim to do is invest in great businesses that have high returns on capital and high free cash flow, in large part.
2. Founded in 1964, Alger is widely recognized as a pioneer of growth-style investing. At Alger, we believe companies undergoing Positive Dynamic Change offer the best investment opportunities
3. Akre Capital's Akre Focus Fund managed to outperform the S&P 500 Index by 3.5 percentage points annually between its inception in 2009 and March 2020. So, if you are an investor in a dumb passive index fund, you should consider investing in Akre's fund instead. As per the latest 13F filing, Akre owned 28 stocks spread mainly across the Consumer Discretionary, Industrial, Financials, and.
4. Founded in 1982, Pantheon is a leading global private equity fund investor, managing private equity funds and separate account programs for investors around the world. The firm's long-term presence in Europe, the U.S. and Asia has allowed the team to develop an extensive network of relationships for rigorous on-site due diligence and ongoing investment monitoring. Pantheon is a trusted.
5. imum balance to invest in this fund is $2,000 for brokerage account and $1,000 for IRA account. A

Should You Invest in Akre Focus? Kiplinge

Funds That Win by Placing Big Bets. By Stan Luxenberg. Apr 29, 2013 10:30 AM EDT Deposit Account & Money Fund Rates (PDF) Client Relationship Summary (Form CRS) (PDF) Investing involves risks. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or. Artisan Partners announced today that it will close the Artisan High Income Fund to most new investors effective 30 April 2021. Artisan Partners is pleased to announce the Artisan Small Cap Fund has been named among the best mutual funds of 2021 by Investor's Business Daily (IBD). Artisan Partners portfolio manager Tiffany Hsiao discusses her.

It hasn't been a top position for a very long time and may not even be in the fund (could have been held in an Akre managed SMA) but I didn't confirm that. Judge Berkshire and Akre separately, but I don't think this data point is worth anything. Is something going from 90 bps to 20 bps when the manager has like 70-80% top 10 name concentration. Anmelden Newsletter Feedback & Hilfe Über uns. Apps Jobs Auf Finanzen100 werben Über unsere Werbung RSS-Feed Kursqualität Börse Fonds Fond | Kurs Kursdetails. Tagestief. Tageshoch. 52W-Tief. Chuck Akre has been managing money through one vehicle or another since 1989. For some time Akre operated the FBR Focus fund before relaunching as the Akre Focus fund in 2009. Oddly, the fund is. Akre Focus (AKREX). Manager Charles Akre invests in companies that he calls compounding machines because they are highly profitablegenerate enormous cash flowand dominate their industries. Although the fund is concentrated in just 20 to 30 names, such as Mastercard and CarMax, it has been less volatile than the S&P 500 over the past decade. Akre holds big cash stakes if he can't.

Akre Capital manages private and segregated accounts and a mutual fund, the Akre Focus Fund. Over the last five years, the mutual fund has generated average returns of 15.2 percent versus the S&P. Get AKRIX mutual fund information for Akre-Focus-Fund-Institutional-Class, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and mor Find the historical stock prices of Akre Focus Fund Retail Class (AKREX) Toggle navigation. Toggle Search. Toggle menubar; Trading Ideas. Buy. Top Buy Candidates; Possible Runners; Double Bottoms; Pivot Bottoms; By Score & Duration; Undervalued List; Golden Star Short; Golden Star Long ; Bollinger BreakOut; Moving Averages Short term; 7 days mv; 35 days mv; Medium term; 100 days mv; 200 days. Akre Focus technical analysis lookup allows you to check this and other technical indicators for Akre Focus - or any other equities. You can select from a set of available technical indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations and data normalization technicques. Please check als

Akre Focus Minimum Initial Investment 2021 AKREX Macroaxi

FundVest Focus Fund List Please note: while we endeavor to keep this list as up to date and accurate as possible, there may be mutual funds available that are not listed and funds listed that are closed to new investors. If you have further questions on a specific fund or share class, please call us at 1-800-728-8762 or visit our Contact page August 31, 2009 though the FBR Focus fund, which Mr. Akre managed in the same style, launched on December 31, 1996. Minimum investment. $2,000 for regular accounts, $1000 for IRAs and accounts set up with automatic investing plans. Expense ratio. 1.46% on assets of about $150 million. There's also a 1.00% redemption fee on shares held less than 30 days. Comments. In 1997, Mr. Akre became of.

AKRE FOCUS FUND RETAIL CLASS Markets Inside

akre funds akre focus fund retail class '742935117 akrex focus fund alger funds alger capital appreciation institutional fund class i '015570401 alarx focus fund alger funds alger emerging markets fund class i '015566771 aiemx focus fund alger funds alger focus equity fund class i '015570302 algrx focus fund alger funds alger mid cap growth institutional fund class i '015570203 almrx focus. The FUNd. Founded in 1989, Akre Capital Management, LLC, is an asset management firm located in Middleburg, Virginia, with approximately $5 billion in private funds, mutual fund (the Akre Focus Fund), and separately managed account assets as of December 31, 2015

• Akre Focus Fund. The Adviser serves as investment adviser to the Akre Focus Fund (Fund), a series of a registered, open-end investment company. For its services to the Fund, the Adviser receives an investment advisory fee from the Fund that is based upon a specified percentage of the average daily net assets of the Fund. Such fee is paid in arrears. For the private funds for which. View 2.03 Save, Invest, or Spend.pptx from ECON 124 at Lakewood Ranch High School. 2.03 Save, Invest, or Spend By: Melissa Silva Conservati ve Investmen t - Money Market Account • Company: †Real time Akre Focus - Retail (AKREX) stock price quote, stock graph, news & analysis. Latest Stock Picks Investing Basics Premium Services. Return. S&P. Stock Advisor Flagship service. 566%. 130%. AKRE FOCUS RETAIL Income Statement, Balance Sheet and Statement of Cash Flows. AKRE FOCUS RETAIL Compare Funds, charts, historical data, comparisons and more at Zacks Advisor Tools Although Akre is new to us he has a long and distinguished investment track record, including a 12-year stint as the sole portfolio manager of the once top performing FBR Focus Fund. Akre is known for running tightly focused portfolios with very low turnover. Two thirds of the fund's more than $3 billion in assets is concentrated in its top ten holdings. As he puts it, he looks for.

The gold medalists for the latest round are the co-managers of Akre Focus Fund (AKRIX), Charles Chuck Akre and John Neff. The I share class of their fund finished the quarter with a 12-month return of 20%. This year marks the 30th anniversary of Mr. Akre's founding of his eponymous firm, Akre Capital Management, and the 10th anniversary of Mr. Neff's arrival to join the team Familiar with a mutual fund from another fund family? Chances are there's a low-cost Vanguard® fund with a similar investment style. Use this tool to find Vanguard funds similar to funds from the more than 300 fund families offered through our FundAccess® program. Choose a fund family, and then select a fund to see the list of Vanguard funds in the same asset class and category My Account. eMoney Login; Account Login; 701-258-4885; Hayley Akre. LPL Registered Office Professional Office Manager. Hayley Akre works to facilitate the consistency and coordination of daily workflow in the North Point offices. Her primary areas of focus are business operations, client paperwork, client fund distributions, and advisor support. Hayley graduated with an M.B.A. from the. Use this process to open a brokerage account for an organization to invest in Vanguard mutual funds, ETFs (exchange-traded funds), and other securities. Additional forms : Apply for Margin or Option Trading. Use this process to request margin or option trading for your Vanguard Brokerage Account. Before conducting margin or option trading, you must obtain approval from Vanguard Brokerage. As a global fund administrator with more than 50 years of expertise, we strengthen your competitive advantage by developing a partnership to better understand your needs and expectations. We offer a global network that includes more than 1,400 experts. Our people become your people. We provide strategic insights, comprehensive technology solutions, best-in-class services and a level of.

A non-money market fund's SEC yield is based on a formula mandated by the Securities and Exchange Commission (SEC) that calculates a fund's hypothetical annualized income, as a percentage of its assets. A security's income, for the purposes of this calculation, is based on the current market yield to maturity (in the case of bonds) or projected dividend yield (for stocks) of the fund's. May 18, 2010 5:00 AM EDT. TD Ameritrade, TradeStation Securities and other electronic brokerages will benefit from higher interest rates, fund manager Charles Akre says. MIDDLEBURG, Va.

Akre Capital was run as a subsidiary of Friedman, Billings, Ramsey and Co (FBR) from 1993 until 1999 when it once again became independent. Akre continued to manage the FBR Focus Fund until 2009 when he started his own mutual fund. When Akre managed the FBR Focus Fund he earned a five-star rating from Morningstar and the fund won several awards Mr. Akre has led this fund for two years. Until starting Akre Focus, he oversaw FBR Focus, where he had a reputation for betting big on favorite ideas. His approach hasn't changed. Akre Focus. Akre Focus Fund (AKREX.O) Fund & ETF Center | Top Performers | Lipper Research | Fund & ETF Screener; Overview; Lipper Leader Ratings; Performance; Charts; Risk & Returns; Holdings; At A Glance. You hold AKREX.O in 0 portfolios. Net Asset Value 58.08 USD 0.24 +0.41%. 05/28/2021. Category US Diversified Equity. YTD Return (Cumulative) 8.50% . Classification Multi-Cap Growth. 5 Year Return. Akre Focus value-at-risk technical analysis lookup allows you to check this and other technical indicators for Akre Focus - or any other equities. You can select from a set of available technical indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations and data normalization technicques. Since Akre Focus's August 2009 launch, the fund, a member of the Kiplinger 25 since 2009, has returned an annualized 19.1%